Pines Wealth Management
D icon

Pines Wealth Management’s Dominion Energy D Stock Holding History

Pines Wealth Management’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$216K Sell
3,564
-280
-7% -$18.8K 0.06% 218
2026
Q2 		$263K Sell
3,844
-1,900
-33% -$124K 0.08% 195
2026
Q1 		$355K Buy
5,744
+930
+19% +$57.4K 0.11% 157
2025
Q4 		$282K Buy
4,814
+221
+5% +$13.3K 0.09% 181
2025
Q3 		$281K Buy
4,593
+637
+16% +$37.9K 0.09% 188
2025
Q2 		$225K Buy
+3,956
New +$217K 0.08% 210

Other funds holding D

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Pines Wealth Management's D Position: Q3 2026 in Review

Pines Wealth Management reduced its Dominion Energy (D) stake by 7.3% in Q3 2026, selling an estimated $18.8K and leaving 3,564 shares worth $216K. The position accounts for 0.06% of the portfolio, ranked #218.

Pines Wealth Management first reported a position in D in Q2 2025 and has held it in 6 quarters since. The position peaked at $355K in Q1 2026. 925 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • Pines Wealth Management held 3,564 shares of Dominion Energy worth $216K as of Q3 2026.
  • Pines Wealth Management sold 280 Dominion Energy shares in Q3 2026, an estimated $18.8K.
  • Dominion Energy made up 0.06% of Pines Wealth Management's portfolio in Q3 2026, its #218 holding.
  • Pines Wealth Management first reported a position in Dominion Energy in Q2 2025 and has held it in 6 quarters since.
  • Pines Wealth Management's Dominion Energy position peaked at $355K in Q1 2026.
  • 925 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.